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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap6fund risk0.15%
Global & Intl. Equity     
Oppenheimer International Growth Fund Class YOIGYXB-International Large Cap - Growth16fund risk0.9%
iShares MSCI Emerging Markets ETFEEMDEmerging Markets19fund risk0.67%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Investment Grade Bond FundFBNDXB-Bond - Multi Sector3fund risk0.45%
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